3 Layers of Risk Management
Tuesday, Aug 02, 2022
In this short video, Scott Huelskamp describes our “3 Layers of Risk Management” that we use to protect our clients’ portfolios from risk in the markets. Layer 1 refers to our diversification of holdings in each portfolio. We aim to identify valuable holdings in a large array of industries in order to avoid “putting all of our eggs in one basket.” Layer 2 describes our quantitative process that removes emotions from our investment decisions. And lastly, Layer 3 is our Diversification of Mathematics. We use 4 elements- Trend, Volatility, Economic, and Contrarian to take a full-scope approach to our data analyzation in the markets. Our goal is to create an institutional-level investment management experience for our clients.
